See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $223,870 |
FARR MILLER & WASHINGTON2 years Service code 28 · EIN 52-1979573 | Investment Management | $202,428 |
DEROY & DEVEREAUX2 years Service code 28 · EIN 38-2251232 | Investment Management | $181,250 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $155,916 |
SEGALL BRYANT & HAMILL6+ years Service code 28 · EIN 41-1788385 | Investment Management | $132,394 |
Service code 28 · EIN 26-2237421 | Investment Management | $109,693 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $108,618 |
LYRICAL ASSET MANAGEMENT2 years Service code 28 · EIN 37-1572793 | Investment Management | $97,454 |
ASCENSUS LLC5 years Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $83,265 |
GARCIA HAMILTON & ASSOCIATES2 years Service code 28 · EIN 76-0589652 | Investment Management | $69,326 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 32.86% | 19.37%+13.5pp | 11.08%+21.8pp | 15.63%+17.2pp |
| Employer contribution / active EE | $11,717 | $13,107-10.6% | $28,409-58.8% | $11,476+2.1% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |